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Original filing (PDF)20251007164130NAL0002612579001
BMC AGGREGATES
Form 5500
FILING_RECEIVED
BMC AGGREGATES L.C. PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
148
Accounts w/ balance
139
Plan assets (EOY)
$11.0M
Net assets (EOY)
$11.0M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 55 bps in Schedule C fees — 90% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BMC AGGREGATES.
Plan sponsor
Name
BMC AGGREGATES
EIN
42-1520140
Address
101 BMC DR. · ELK RUN HEIGHTS, IA · 507072087
Phone
(319) 235-6583
Industry
Mining, Quarrying, Oil & Gassee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $61K | — |
Investments
26 direct securities · 1 pooled fund· $21.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Pooled Separate Account
$10.5M
1 holding
Uncategorized
$10.4M
25 holdings
Pooled Separate Accounts
$385K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $10.5M | 95.3% | |
| Minnesota Life Insurance Company JPMorgan Large Cap Growth | — | — | — | $1.8M | 16.7% | |
| Minnesota Life Insurance Company Vanguard LifeStrategy Growth | — | — | — | $1.0M | 9.4% | |
| Minnesota Life Insurance Company Wellington Discip Us Eq | — | — | — | $840K | 7.6% | |
| Minnesota Life Insurance Company Dodge & Cox Stk Fund | — | — | — | $748K | 6.8% | |
| Minnesota Life Insurance Company Loomis Sayles Sm Cap Gro, Ins | — | — | — | $629K | 5.7% | |
| Minnesota Life Insurance Company T. Rowe Price Small Cap Stock | — | — | — | $619K | 5.6% | |
| Minnesota Life Insurance Company DFA International Value Port | — | — | — | $584K | 5.3% | |
| Minnesota Life Insurance Company Vanguard Interm Bond Idx Adm | — | — | — | $583K | 5.3% | |
| Fully Benefit-Responsive Investment Contract * Minnesota Life Insurance Company MN Life Guaranteed Return Acct | — | — | — | $474K | 4.3% | |
| Minnesota Life Insurance Company TIAA-CREF Intl Eq Idx Instl | — | — | — | $444K | 4.0% | |
| s * Minnesota Life Insurance Company Securian AM S&P 500 Index | Pooled Separate Accounts | — | — | $385K | 3.5% | |
| Minnesota Life Insurance Company Morgan Stanley Inst Intl Opp I | — | — | — | $359K | 3.3% | |
| Minnesota Life Insurance Company Vanguard Small Cap Ind Admiral | — | — | — | $346K | 3.1% | |
| Minnesota Life Insurance Company Vanguard LifeStrategy Mod Growth | — | — | — | $292K | 2.7% | |
| Minnesota Life Insurance Company Colmb Glbl Tech Gr | — | — | — | $288K | 2.6% | |
| Minnesota Life Insurance Company Invesco Comstock Fund, R5 | — | — | — | $254K | 2.3% | |
| Minnesota Life Insurance Company Vanguard Extended Mkt Idx Adm | — | — | — | $223K | 2.0% | |
| Minnesota Life Insurance Company T. Rowe Price Mid Cap Val Fund | — | — | — | $192K | 1.7% | |
| Minnesota Life Insurance Company Disciplined Gro Mid Cap Gro | — | — | — | $172K | 1.6% | |
| Minnesota Life Insurance Company Vanguard LgTrm InvGr Fd Adm | — | — | — | $147K | 1.3% | |
| Minnesota Life Insurance Company Vanguard LifeStrategy Cons Growth | — | — | — | $98K | 0.9% | |
| Minnesota Life Insurance Company Cohen & Steets RE Securities A | — | — | — | $77K | 0.7% | |
| Minnesota Life Insurance Company T. Rowe Price Health Sciences | — | — | — | $70K | 0.6% | |
| Participants Participant Loans Rates from 6.49% - 8.50% - | — | — | — | $48K | 0.4% | |
| Minnesota Life Insurance Company Vanguard Wellesley Inc Admiral | — | — | — | $24K | 0.2% | |
| Minnesota Life Insurance Company PIMCO Inv Grd Crdt Bnd Instl | — | — | — | $20K | 0.2% |